Create and send your first invoice in a few steps.
If you don't see the option to create an invoice, you may require a higher subscription tier.
Create the invoice
In the main menu, tap Invoices
Tap Create New Invoice or the + icon
Add a client
Select a client from your list, or tap + to add a new one
To pull details from your phone's contacts, tap Choose from contacts
Tap Save
Set the details
Tap Details to set the issue date, due date, discount, shipping and payment method
You can also add a header or note, and set the document's currency and language
Tap Back to return to the invoice
Add items
Tap + Add item
Choose items from your list, or enter the details for a new one
Tip: To change your VAT rate or VAT name, tap VAT and Settings in the pop-up window.
Accept online payments
Decide if you want to accept online payments or manual payments
Add a note
Add notes that appear on your invoice
Deposit Request
Tap on the field and fill out the deposit type, percentage, and due date for the deposit
Optional: attach photos
Tap Attach photos
Take a picture or select one from your gallery
Add a name and description, then tap Add
Check and save
Tap Preview to see how your invoice looks
Tap the settings icon in the top right to change the colour, template, and which details show or hide
Tap Save
Note: your invoice gets its number once you're online. If you create it offline, the number is assigned as soon as you reconnect.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.